EPISODE · Jul 16, 2020 · 1H 38M
Richard Mikdadi Chartered Fellow on Ultra High Net Worth Financial Planning, Why Team Work Makes the Dream Work, And a Career at Tilney.
from Financial Planner Life Podcast · host Sam Oakes
“As a Financial Planner, you are not trying to sell a thing; you are trying to solve a problem.” I love this quote from Chartered Fellow Richard Mikdadi, a partner at Tilney. I’ve known Richard for over a decade - we sat opposite each other when we both worked for Aviva. I knew back then that he was destined for great things, and that day came when he got to be a guest on The Financial Planner Life podcast. Joking aside, Richard was a fantastic guest who shares some absolute gems around a hugely successful career in UHNW financial planning. Not one to be missed!Some of the topics covered:· The benefits of being a Chartered Fellow, both for the planner and clients. · Financial Planning for UHNW clients: is a different skill set required? · Why understanding your clients’ hopes, dreams and fears will make you a better financial planner. · Teamwork makes the dream work: why surrounding yourself with experts is a must. As per usual if you want to connect with Sam Oakes click here and if you are looking for a new job within the financial planning industry check out Recruit UK a leading national financial planning recruitment agency. Financial Planner Life is sponsored by Redmill AdvanceWhether you're starting out, already qualified, or building a training academy, Redmill Advance delivers expert-led learning, exam support and CPD from Level 4 to Chartered.✅ Trusted by top UK firms👉 www.redmilladvance.com/fplBe sure to follow Financial Planner Life on YouTube for extra content about career development within Financial Planning. Reach out to [email protected] in regards to sponsorship, partnerships, videography or podcast production. Want to appear on the Financial Planner Life podcast? Drop Sam a message.
What this episode covers
“As a Financial Planner, you are not trying to sell a thing; you are trying to solve a problem.” I love this quote from Chartered Fellow Richard Mikdadi, a partner at Tilney. I’ve known Richard for over a decade - we sat opposite each other when we both worked for Aviva. I knew back then that he was destined for great things, and that day came when he got to be a guest on The Financial Planner Life podcast. Joking aside, Richard was a fantastic guest who shares some...
NOW PLAYING
Richard Mikdadi Chartered Fellow on Ultra High Net Worth Financial Planning, Why Team Work Makes the Dream Work, And a Career at Tilney.
No transcript for this episode yet
Similar Episodes
No similar episodes found.
Similar Podcasts
No similar podcasts found.